Utah Senior Planning

Utah Senior Planning incorporates an innovative approach to helping seniors prepare for long-term healthcare needs and resolve medical crisis situations. Services provided include Medicaid eligibility planning and asset preservation, V.A. Pension benefit processing, Medicare insurance consulting, wealth transfer strategies, retirement planning and estate planning.

• Medicaid Planning
• Asset Preservation
• Veteran Benefits
• Medicare Insurance

Medicaid Planning Recent changes to Medicaid policy have made it possible for seniors to qualify for assistance without  having to spend their life savings first. Utah Senior Planning can guide you through the complicated application process and help preserve your assets while relieving you of the stress.

Asset Preservation Rising medical costs have made it even more important to learn about long-term healthcare options. Utah Senior Planning uses proven asset preservation strategies that protect assets without jeopardizing your eligibility to receive public benefits.

Veteran Benefits Veterans and their spouses may be entitled to tax-free financial assistance to help cover the costs of  long-term care in a nursing facility. For a surviving spouse, benefits may still be available. It is our honor to help veterans apply for and access these benefits.

Medicare Insurance With so many competing Medicare insurance plans, it’s hard to tell which plan is best for you. Utah Senior Planning is an independent broker that offers plans from many of the top insurance carriers in Utah. Let us offer an insurance quote that is tailored to your needs.